SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)454,201,138.0
- RAUM (discretionary)454,201,138.0
- Actionable assets440,966,334.0
- Accounts (total)190.0
Institutional Clients
- Government AUM219,942,473.0
- Pension AUM0.0
- Charitable AUM829,378.0
- HNW AUM220,194,483.0